Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$470M
2 +$421M
3 +$241M
4
MDT icon
Medtronic
MDT
+$231M
5
VFC icon
VF Corp
VFC
+$214M

Top Sells

1 +$450M
2 +$389M
3 +$271M
4
NKE icon
Nike
NKE
+$268M
5
SCHW icon
Charles Schwab
SCHW
+$257M

Sector Composition

1 Technology 19.98%
2 Financials 13.01%
3 Healthcare 11.2%
4 Industrials 8.15%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$26.4M 0.01%
218,237
+39,226
1002
$26.4M 0.01%
263,424
+10,797
1003
$26.3M 0.01%
1,656,225
-12,734
1004
$26.3M 0.01%
277,051
-34,674
1005
$26.2M 0.01%
+1,231,285
1006
$26.1M 0.01%
1,020,145
+39,002
1007
$26M 0.01%
455,892
+107,767
1008
$26M 0.01%
245,400
+60,150
1009
$26M 0.01%
297,009
-414
1010
$25.5M 0.01%
1,798,332
-77,134
1011
$25.5M 0.01%
869,906
+23,008
1012
$25.5M 0.01%
197,622
-96,956
1013
$25.4M 0.01%
2,852,607
-75,199
1014
$25.4M 0.01%
631,976
+19,169
1015
$25.4M 0.01%
589,964
-1,944,551
1016
$25.4M 0.01%
143,805
-1,381,556
1017
$25.3M 0.01%
1,610,499
-12,806
1018
$25.3M 0.01%
1,312,089
-155,236
1019
$25.3M 0.01%
1,150,959
-178,921
1020
$25.3M 0.01%
278,886
-28,210
1021
$25.2M 0.01%
603,906
-23,726
1022
$25.1M 0.01%
1,031,929
+7,032
1023
$25M 0.01%
350,239
-25,334
1024
$24.9M 0.01%
1,802,354
+44,890
1025
$24.9M 0.01%
385,634
+16,143